美联储主席人选生变！特朗普改口了！

Core Viewpoint - The selection process for the next Federal Reserve Chair has taken a significant turn, with President Trump expressing a preference for Kevin Hassett to remain as the Director of the National Economic Council, rather than moving to the Fed [1][2]. Group 1: Federal Reserve Chair Selection - Kevin Hassett was previously considered a strong candidate to succeed Jerome Powell as the Federal Reserve Chair, but Trump's recent comments suggest he may prefer Hassett to stay in his current role [2][5]. - Following Trump's remarks, Kevin Walsh has emerged as the leading candidate for the Fed Chair position, with a probability of 59% for his appointment, while Hassett's probability has dropped to 14% [3]. - The selection process is being led by Treasury Secretary Scott Bessent, who has narrowed the candidates down to four, with an announcement expected before or after the upcoming Davos Forum [3][4]. Group 2: Market Reactions - The dollar index rebounded after Trump's comments, while U.S. stock indices collectively fell, reversing earlier gains [1][3]. - Spot gold and silver prices experienced sharp declines, with gold dropping by as much as 1.72% and silver falling by 6% during the trading day [3]. Group 3: Internal Fed Dynamics - The Federal Reserve is currently facing internal divisions regarding monetary policy, with some officials advocating for further rate cuts to support a weak job market, while others suggest maintaining the current rates due to persistent inflation above the 2% target [6]. - The new Fed Chair is expected to seek further rate cuts, aligning with Trump's preferences, but may face challenges in building consensus within the Federal Open Market Committee (FOMC) [6].